iShares Global Clean Energy ETF
ICLN
29 hedge funds and large institutions have $11.5M invested in iShares Global Clean Energy ETF in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.
70% more capital invested
Capital invested by funds: $6.78M → $11.5M (+$4.76M)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$5M |
| 2 |
Morgan Stanley
New York
|
+$502K |
| 3 |
LWI
Long Wharf Investors
Boston,
Massachusetts
|
+$213K |
| 4 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$196K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$862K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$829K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$203K |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
-$177K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
26
Blume Capital Management
Berkeley,
California
| $3K | – | – | – |
|
|
GT
27
Glenmede Trust
Philadelphia,
Pennsylvania
| $3K | – | – | – |
|
|
MFS
28
MSI Financial Services
Springfield,
Massachusetts
| $3K | – | – | – |
|
|
S
29
SignatureFD
Atlanta,
Georgia
| $1K | – | – | – |
|
|
30
Jane Street
New York
| – | -$862K | -82,607 | Closed |
|
|
31
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$203K | -19,425 | Closed |
|
|
32
Invesco
Atlanta,
Georgia
| – | -$64K | -6,175 | Closed |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| – | -$5K | -500 | Closed |
|
ICLN Hedge Fund Activity: Q1 2014 in Review
29 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Global Clean Energy ETF (ICLN) for Q1 2014, worth a combined $11.5M — up 70% from $6.78M a quarter earlier.
Fund positioning in ICLN was balanced in Q1 2014: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 4 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $5M. The largest seller was Jane Street, exiting entirely with an estimated $862K sold.
- 29 institutional investors held iShares Global Clean Energy ETF (ICLN) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $11.5M of iShares Global Clean Energy ETF stock for Q1 2014, up 70% quarter-over-quarter.
- 4 funds opened new iShares Global Clean Energy ETF positions in Q1 2014 and 4 closed out, a net change of 0 holders.
- The largest iShares Global Clean Energy ETF buyer in Q1 2014 was JP Morgan Private Wealth Advisors, an estimated $5M added.
- The largest iShares Global Clean Energy ETF seller in Q1 2014 was Jane Street, an estimated $862K sold.
Based on aggregated 13F filings for Q1 2014.